Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: MFUL
- CUSIP Number: 19423l615
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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Collaborative Investmnt Ser stock
Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AE Wealth Management | 973k | $21M | -37% | Mar 2024 |
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| Authentikos Wealth Advisory | 264k | $5.6M | -3% | Mar 2024 |
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| Foundations Investment Advisors | 24k | $522k | -40% | Mar 2024 |
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| Susquehanna International | 20k | $428k | 21% | Mar 2024 |
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| Oxford Wealth Group | 16k | $332k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 8.0k | $171k | 100% | Mar 2024 |
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| Sound Income Strategies | 2.8k | $60k | 100% | Mar 2024 |
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| UBS Group | 871.00 | $19k | -40% | Mar 2024 |
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| Morgan Stanley | 150.00 | $3.2k | 100% | Mar 2024 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Dec 2023 | 50k | $1.0M |